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Richard Blair of Wealth Solutions is an Investment Adviser Representative, Certified Annuity Specialist (CAS), Certified Estate and Trust Specialist (CES), Certified Fund Specialist (CFS), Certified Income Specialist (CIS), Certified Tax Specialist (CTS), and Retirement Income Certified Professional (RICP). He holds a Bachelor’s degree from the University of Houston in the field of finance. In 1994, one year after beginning his career in financial services, he founded Wealth Solutions.

 

Wealth Solutions was founded on Richard’s belief that everyone needs a sound plan to reach their financial goals. He combined his passion for education with his aptitude for finance into this investment and financial planning business. Wealth Solutions has operated for twenty-five years in Austin, Texas. They strive to create a positive and significant difference in the lives of affluent families, individuals, and owners of small businesses. The firm offers wealth management, investment services, and financial planning to clients in the greater Austin, Texas area, Marble Falls, Houston, Bastrop, New Braunfels, and Georgetown.

 

Operating as a Registered Investment Advisory firm in Austin, Wealth Solutions is an Investment Advisory Service. Wealth Solutions provides a three stage process which is tailored to each client’s individual needs and goals. First, the client’s current financial situation is analyzed and a discussion about their intended financial future takes place. This includes risk assessment, potential growth opportunities, and a declaration of goals. Through this step, a financial road-map is drawn. Secondly, a long-term strategy is developed to meet the needs of the client. Their assets are managed or liquidated to meet performance expectations and reduce risks based upon the health of the market. Finally, the client’s insurance needs are met. Wealth Solutions offers an abundance of plans including life insurance and annuities, tailored to their specific needs.

 

Wealth Solutions is proactive in the financial market, providing adaptive, sensible investment solutions that provides their clients with the greatest benefits and least risks. This is due to their experience and understanding of the market and its fluctuations. The majority of their clients are approaching their retirement and the firm plans accordingly. Together, they preserve the client’s wealth, develop a stable retirement income, and prepare an endowment for their successors. Creating a sound plan that provides a noticeable and favorable financial future is the goal of Wealth Solutions, and together with their clients over twenty-five years, they have followed the road-map to success.

 

Connect with Richard Blair on LinkedIn.

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